Lisa SilvaCRD Number: 7479518
Current Firm: Cambridge Investment Research Advisors, Inc.
Lisa Silva (CRD# 7479518) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Jose, CA and has 1 year of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2022 - Current||< 1|
|Tax Pros||Morgan Hill, CA||Dec 2016 - Current||5|
|Perrone & Associates||Morgan Hill, CA||Aug 2000 - Jan 2017||16|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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